Investments

Investments & Wealth Institute Announces 2021 Investment Advisor Forum and Women in Wealth Event – Yahoo Finance

Summary

Virtual conference will focus on the evolution of investment management + there’s a special closing segment for women who work in the profession, with a focus on ESG

DENVER, Nov. 17, 2021 (GLOBE NEWSWIRE) — The Investments & Wealth Institute (IWI), the premier professional association, education provider, and standards body for financial advisors, today announced details for their December 7 and 8, 2021 virtual conference, the Investment Advisors Forum (IAF), as well as informati…….

npressfetimg-282.png

Virtual conference will focus on the evolution of investment management + there’s a special closing segment for women who work in the profession, with a focus on ESG

DENVER, Nov. 17, 2021 (GLOBE NEWSWIRE) — The Investments & Wealth Institute (IWI), the premier professional association, education provider, and standards body for financial advisors, today announced details for their December 7 and 8, 2021 virtual conference, the Investment Advisors Forum (IAF), as well as information related to a special Women in Wealth segment on December 8, 2021.

“The most successful investment advisors seek opportunities to question what they know, reevaluate their opinions, and rethink their systems to adapt,” said the Institute’s CEO Sean Walters, CAE®. “That’s why this conference will focus on the evolution of investment management. The financial industry, like everything else, has been defined by change over the past 18 months. These changes are occurring due to data, technology, investor preferences, product features, and much more. It is essential to distinguish between core truths that will persist and traditional practices that may not endure. The conference, featuring an impressive line-up of industry heavy weights, political experts, and Ivy League academics, will address changes in the industry and ramifications for the future, providing real world applications for those who attend.”


TRENDS IN ESG AND IMPACT INVESTING

The two-day live-streamed event, which is themed around the Evolution of Investment Management, will close with a special session: Women in Wealth: Current Trends within ESG and Impact Investing (1 credit hour). Sponsored by Cambridge, this one-hour session, is free and open to everyone, whether or not they have paid the fee to attend the conference itself. Speakers for this special one-hour session include:

  • Tammy Robbins, EVP and Chief Business Development Officer, Cambridge Investment Research, Inc.

  • Lily Trager, Managing Director and Head of Investing with Impact, Morgan Stanley

  • Michelle Begina, CFP®, CIMA®, RICP®, Senior Partner, Managing Director, Snowden Lane Partners


CONFRENCE AGENDA PUTS ACADEMICS AT THE CORE

Attendees will gain academic insights and will obtain new skills and techniques for today’s investor challenges. Speakers include:

  • Corey Ciocchetti, JD – Associate Professor Business Ethics, Daniel College of Business, University of Denver (topic – Inspire Integrity)

  • Richard Marston, PhD – Professor Emeritus, The University of Pennsylvania’s Wharton School of Business and considered one of the fathers of the CIMA® program (topic – Disruptive Trends in Finance Now and in the Future)

  • Campbell Harvey, PhD – Professor of Finance, Fuqua School of Business, Duke University (topic – Decentralized Finance: Opportunities and Risk)

  • Katherine Milkman, PhD – Professor Operations, Information and Decisions, The University of Pennsylvania’s Wharton School of Business (topic – Decision Biases …….

    Source: https://finance.yahoo.com/news/investments-wealth-institute-announces-2021-130000805.html